See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,128 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$47,475 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,410 | $62,624+256.7% | $177,989+25.5% | $77,643+187.7% |
| Participation rate | 94.0% | 66.8%+27.2pp | 77.1%+17.0pp | 70.6%+23.5pp |
| Annual return | 17.02% | 16.16%+0.9pp | 294.48%-277.5pp | 31.24%-14.2pp |
| Employer contribution / active EE | $5,189 | $1,909+171.8% | $3,949+31.4% | $2,726+90.4% |
| Participant deferral / active EE | $14,125 | $4,219+234.8% | $6,276+125.1% | $4,647+203.9% |
| Admin fee / account holder | -$86 | $386-122.2% | $10,363-100.8% | $430-119.9% |